Five of the Best: Inflation-beating stocks

FIVE OF THE BEST

Fidelity's Aruna Karunathilake, manager of the UK Aggressive fund; Amit Lodha of Global Real Assets; and European fund manager Sam Morse give their best stockpicks for beating inflation, selecting names where they expect demand will not fall even if prices rise

Aruna Karunathilake: 1. Burberry has diversified away from its iconic raincoats and tartan scarves to become a leading luxury goods brand. It has a strong presence in China and other emerging markets where the rapidly growing middle class is increasing its demand for aspirational goods. Burberry’s strong and highly sought-after brand enables it to effectively pass on the impact of rising input costs to its customers via higher prices. 2. BG Group is an energy exploration and production (E&P) company with a focus on gas and liquefied natural gas (LNG). Economic growth in emerging econo...